SF Stifel Financial Corporation Common Stock

NYSE · Financial Services · View on SEC EDGAR ↗
$83.62
Price · Aug 18, 2026
Fundamentals as of May 4, 2026
52W Range
$68–$90
72% of range
Analyst Rating
BUY
16 analysts
Price Target
$89
+6% upside
P/E (TTM)
14.2
ROE
11.7%
Net Profit Margin
10.8%

SF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$83.62
Market Cap
—
P/E (TTM)
14.2
EPS (TTM)
$5.87
Revenue (TTM)
$6.35B
Div Yield
—
ROE
11.7%
Debt/Equity
—
52W Range
$68 – $90

SF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $6.35B
10-point trend, +140.2%
2016-12-31 → 2025-12-31
EPS $5.87
10-point trend, +487.0%
2016-12-31 → 2025-12-31
Free Cash Flow $1.05B
9-point trend, +379.5%
2016-12-31 → 2025-12-31
Margins 10.8%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SF
Peer Median
P/E (TTM)
5-point trend, +101.7%
14.2
19.6

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SF
Peer Median
Net Profit Margin
5-point trend, -37.6%
10.8%
14.2%
ROA
5-point trend, -38.2%
1.7%
3.0%
ROE
5-point trend, -30.2%
11.7%
20.2%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SF
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SF
Peer Median
Revenue YoY
5-point trend, +32.7%
6.7%
—
Revenue CAGR 3Y
5-point trend, +32.7%
11.4%
—
Revenue CAGR 5Y
5-point trend, +32.7%
10.7%
—
EPS YoY
5-point trend, -11.9%
-6.1%
—
Net Income YoY
5-point trend, -17.1%
-6.5%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SF
Peer Median
EPS (Diluted)
5-point trend, -11.9%
$5.87
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SF
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
June 1, 2026$0.3400
March 2, 2026$0.3400
Dec. 1, 2025$0.3067
Sept. 2, 2025$0.3067
June 2, 2025$0.3067
March 3, 2025$0.3067
Dec. 2, 2024$0.2800
Sept. 3, 2024$0.2800
June 3, 2024$0.2800
Feb. 29, 2024$0.2800
Nov. 30, 2023$0.2400
Aug. 31, 2023$0.2400
May 31, 2023$0.2400
Feb. 28, 2023$0.2400
Nov. 30, 2022$0.2000
Aug. 31, 2022$0.2000
May 31, 2022$0.2000
Feb. 28, 2022$0.2000
Nov. 30, 2021$0.1000
Aug. 31, 2021$0.1000

SF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 16 analysts
  • Strong Buy 4 25.0%
  • Buy 6 37.5%
  • Hold 6 37.5%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

8 analysts · 2026-08-16
Median target $87.00 +4.0%
Mean target $89.00 +6.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.42 $1.38 0.04%
March 31, 2026 $1.45 $1.44 0.01%
Dec. 31, 2025 $1.75 $1.72 0.03%
Sept. 30, 2025 $1.30 $1.30 0.00%
June 30, 2025 $1.14 $1.11 0.03%
March 31, 2025 $1.10 $1.13 -0.03%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SF — 14.2 6.7% 10.8% 11.7% —
SCHW $207.21B 21.5 22.0% 37.0% 17.9% —
IBKR — 29.0 23.4% — — —
HOOD $101.94B 55.2 51.6% 42.1% 21.9% —
RJF $34.20B 16.8 6.6% 13.4% 17.7% —
LPLA — 32.7 37.2% 5.1% 16.6% —
JEF — 20.3 2.9% 6.3% 6.6% —
EVR — 24.2 29.5% 15.3% 31.7% —
FRHC $8.88B 57.7 9.3% 7.0% 11.3% —
VIRT — 6.5 26.2% 12.9% 58.4% —
HLI — 23.1 9.6% 16.3% 18.6% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 12
Annual Income Statement data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +182.2% $6.35B $5.95B $5.16B $4.59B $4.78B $3.82B $3.51B $3.19B $3.00B $2.64B $2.38B $2.25B
Operating Income 3-point trend, +4.9% · $928M $707M $885M · · · · · · · ·
Interest Expense 12-point trend, +1882.0% $818M $981M $810M $201M $46M $66M $178M $170M $70M $67M $45M $41M
Interest Income 12-point trend, +923.6% $1.90B $2.02B $1.96B $1.10B $548M $524M $725M $646M $454M $294M $179M $186M
Pretax Income 12-point trend, +199.6% $871M $928M $707M $885M $1.07B $651M $599M $534M $270M $143M $142M $291M
Income Tax 12-point trend, +67.8% $187M $197M $184M $223M $242M $148M $149M $140M $87M $61M $49M $112M
Net Income 12-point trend, +288.4% $684M $731M $523M $662M $825M $503M $448M $394M $183M $82M $92M $176M
EPS (Basic) 12-point trend, +135.8% $6.25 $6.67 $4.55 $5.74 $7.34 $4.49 $3.99 $3.57 $2.53 $1.16 $1.35 $2.65
EPS (Diluted) 12-point trend, +154.1% $5.87 $6.25 $4.28 $5.32 $6.66 $4.16 $3.66 $3.15 $2.14 $1.00 $1.18 $2.31
Shares (Basic) 12-point trend, +55.7% 103,497,000 104,066,000 106,661,000 108,848,000 107,536,000 106,174,000 107,997,000 107,679,000 68,562,000 66,871,000 68,543,000 66,472,000
Shares (Diluted) 12-point trend, +44.1% 110,052,000 110,975,000 113,453,000 117,540,000 118,530,000 114,573,000 117,878,000 121,982,000 81,035,000 77,563,000 78,554,000 76,376,000
EBITDA 11-point trend, +108.6% $61M $991M $61M $51M $46M $41M · $28M $32M $43M $37M $29M
Balance Sheet 17
Annual Balance Sheet data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +226.7% $2.25B $2.65B $3.36B $2.20B $1.96B $2.28B $1.14B $1.94B $696M $913M $811M $690M
PP&E (Net) 12-point trend, +58.7% $197M $193M $192M $200M $168M $168M $1.11B $373M $155M $173M $182M $124M
PP&E (Gross) 5-point trend, +102.7% · · · · · · · $646M $394M $436M $406M $319M
Accum. Depreciation 5-point trend, +40.5% · · · · · · · $273M $239M $263M $224M $195M
Goodwill 12-point trend, +84.1% $1.46B $1.40B $1.39B $1.33B $1.31B $1.18B $1.19B $1.03B $1.03B $962M $916M $795M
Intangibles 12-point trend, +98.0% $108M $114M $133M $131M $148M $141M $162M $120M $120M $116M $63M $55M
Total Assets 12-point trend, +333.6% $41.27B $39.90B $37.73B $37.20B $34.05B $26.60B $24.61B $24.52B $21.38B $19.13B $13.33B $9.52B
Short-term Debt 4-point trend, +102.8% · · · · · · · $181M $256M $377M $89M ·
Total Liabilities 12-point trend, +390.5% $35.29B $34.21B $32.43B $31.87B $29.01B $22.37B $20.94B $21.32B $18.52B $16.39B $10.83B $7.20B
Long-term Debt 12-point trend, -1.2% $617M $617M $1.12B $1.11B $1.11B $1.11B $1.02B $1.02B $1.01B $796M $740M $625M
Total Debt 4-point trend, -23.8% · · · · · · · $181M $256M $377M $237M ·
Common Stock 12-point trend, +152.5% $25M $17M $17M $17M $17M $17M $17M $11M $11M $10M $10M $10M
Paid-in Capital 11-point trend, +16.8% $1.91B $1.90B $1.91B $1.93B $1.92B $1.89B $1.90B $1.89B $1.73B $1.84B · $1.63B
Treasury Stock 11-point trend, +649.3% $786M $630M $637M $352M $351M $308M $320M $181M $39M $100M $105M ·
AOCI 12-point trend, +53.5% $-18M $-76M $-74M $-118M $5M $28M $-12M $-73M $-27M $-39M $-40M $-38M
Stockholders' Equity 12-point trend, +157.4% $5.98B $5.69B $5.29B $5.33B $5.03B $4.24B $3.67B $3.17B $2.86B $2.74B $2.49B $2.32B
Liabilities + Equity 12-point trend, +333.6% $41.27B $39.90B $37.73B $37.20B $34.05B $26.60B $24.61B $24.52B $21.38B $19.13B $13.33B $9.52B
Cash Flow 15
Annual Cash Flow data for SF
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +108.6% $61M $62M $61M $51M $46M $41M $38M $28M $32M $43M $37M $29M
Deferred Tax 12-point trend, -145.3% $-21M $-31M $16M $13M $32M $-39M $-7M $14M $118M $46M $-6M $-9M
Amort. of Intangibles 12-point trend, +175.5% $34M $24M $21M $20M $18M $20M $16M $13M $12M $14M $10M $12M
Other Non-cash 11-point trend, +891.4% $393M $-273M $-100M $432M $-30M $1.16B · $93M $329M $-520M $-453M $40M
Operating Cash Flow 12-point trend, +346.3% $1.12B $490M $499M $1.16B $872M $1.66B $627M $530M $680M $-441M $-262M $250M
CapEx 12-point trend, +133.1% $62M $74M $52M $82M $188M $73M $158M $108M $28M $28M $70M $27M
Investing Cash Flow 11-point trend, -310.7% $-1.61B $-2.31B $1.04B $-4.32B $-6.97B $-1.69B $-350M $-989M $-2.65B $-5.25B · $-393M
Net Debt Issued 2-point trend, +20.2% · · · · · · · $-8M · $-9M · ·
Stock Repurchased 11-point trend, +108.1% $245M $144M $444M $106M $173M $58M $215M $170M $13M $113M $118M ·
Net Stock Activity 10-point trend, -108.1% $-245M $-144M $-444M $-106M $-173M $-58M · $-170M $-13M $-113M $-118M ·
Financing Cash Flow 11-point trend, -25.9% $91M $980M $-255M $3.19B $5.79B $1.20B $-1.08B $1.75B $1.76B $5.66B · $123M
Net Change in Cash 12-point trend, -1376.6% $-395M $-846M $1.29B $79M $-303M $1.18B $-795M $1.28B $-199M $-52M $121M $-27M
Taxes Paid 10-point trend, +773.0% $200M $233M $184M $217M $289M $160M $162M $67M $22M $23M · ·
Free Cash Flow 11-point trend, +371.7% $1.05B $417M $447M $1.08B $684M $1.59B · $421M $634M $-377M $-397M $224M
Levered FCF 11-point trend, +108.4% $413M $-356M $-152M $924M $648M $1.54B · $296M $587M $-416M $-426M $198M
Profitability 7
Annual Profitability data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin · 15.6% · · · · · · · · · ·
Net Margin 11-point trend, +37.5% 10.8% 12.3% 10.1% 14.4% 17.2% 13.2% · 12.3% 6.1% 3.1% 3.9% 7.8%
Pretax Margin 11-point trend, +6.1% 13.7% 15.6% 13.7% 19.3% 22.3% 17.1% · 16.7% 9.0% 5.4% 6.0% 12.9%
EBITDA Margin 11-point trend, -26.2% 0.96% 16.7% 1.2% 1.1% 0.95% 1.1% · 0.87% 1.1% 1.6% 1.5% 1.3%
ROA 11-point trend, -11.6% 1.7% 1.9% 1.4% 1.9% 2.7% 2.0% · 1.7% 0.90% 0.50% 0.81% 1.9%
ROE 11-point trend, +45.8% 11.7% 13.0% 9.9% 12.6% 16.8% 12.2% · 13.1% 6.5% 3.1% 3.8% 8.0%
ROIC · 12.9% · · · · · · · · · ·
Liquidity & Solvency 2
Annual Liquidity & Solvency data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 4-point trend, -40.1% · · · · · · · 0.1 0.1 0.1 0.1 ·
Interest Coverage · 0.9 · · · · · · · · · ·
Efficiency 1
Annual Efficiency data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -35.6% 0.2 0.2 0.1 0.1 0.2 0.1 · 0.1 0.1 0.2 0.2 0.2
Per Share 5
Annual Per Share data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share 11-point trend, +95.8% $57.68 $53.63 $45.48 $39.07 $40.35 $33.32 · $39.29 $36.98 $34.07 $30.26 $29.46
Cash Flow / Share 11-point trend, +209.8% $10.15 $4.42 $4.40 $9.85 $7.36 $14.50 · $6.51 $8.17 $-4.50 $-4.16 $3.28
Dividend / Share 10-point trend, +820.0% $2 $2 $1 $1 $1 $0 $0 $0 $0 $0 · ·
Dividend Paid / Share 6-point trend, +200.0% · · · · $1 $0 $0 $0 $0 $0 · ·
EPS (TTM) 12-point trend, +154.1% $5.87 $6.25 $4.28 $5.32 $6.66 $4.16 $3.66 $3.15 $2.14 $1.00 $1.18 $2.31
Growth Rates 9
Annual Growth Rates data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -73.7% 6.7% 15.4% 12.3% -4.0% 25.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +7.9% 11.4% 7.6% 10.6% · · · · · · · · ·
Revenue CAGR 5Y 10.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -110.1% -6.1% 46.0% -19.6% -20.1% 60.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, +250.5% 3.3% -2.1% 0.95% · · · · · · · · ·
EPS CAGR 5Y 7.1% · · · · · · · · · · ·
Net Income YoY 5-point trend, -110.2% -6.5% 40.0% -21.1% -19.7% 63.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -13.6% 1.1% -3.9% 1.2% · · · · · · · · ·
Net Income CAGR 5Y 6.3% · · · · · · · · · · ·
Valuation (TTM) 4
Annual Valuation (TTM) data for SF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +182.2% $6.35B $5.95B $5.16B $4.59B $4.78B $3.82B $3.51B $3.19B $3.00B $2.64B $2.38B $2.25B
Net Income TTM 12-point trend, +288.4% $684M $731M $523M $662M $825M $503M $448M $394M $183M $82M $92M $176M
P/E 12-point trend, +44.9% 14.2 11.3 10.8 7.3 7.0 8.1 7.4 5.8 12.4 22.2 16.0 9.8
Earnings Yield 12-point trend, -31.0% 7.0% 8.8% 9.3% 13.7% 14.2% 12.4% 13.6% 17.1% 8.1% 4.5% 6.3% 10.2%

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $6.35B$5.95B$5.16B$4.59B$4.78B
Operating Margin % —15.6%———
Net Income $684M$731M$523M$662M$825M
Diluted EPS $5.87$6.25$4.28$5.32$6.66
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $1.05B$417M$447M$1.08B$684M

Latest News Recent headlines mentioning this company

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 640 filers · $7.6B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
67 (-19 vs prior Q) 91 (+29 vs prior Q) 180 (-288 vs prior Q) 243 (+179 vs prior Q) +17.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,103,021,532 8,808,669 14.51% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $499,810,791 7,163,692 6.58% Shares
VANGUARD CAPITAL MANAGEMENT LLC $464,623,408 6,659,358 6.11% Shares
FMR LLC $449,160,240 6,437,728 5.91% Shares
STATE STREET CORP $340,183,519 4,875,785 4.48% Shares
STIFEL FINANCIAL CORP $270,380,228 3,875,308 3.56% Shares
EARNEST PARTNERS LLC $251,767,138 3,608,530 3.31% Shares
ALLIANCEBERNSTEIN L.P. $194,946,703 2,637,266 2.56% Shares
Capital Research Global Investors $187,247,610 2,683,784 2.46% Shares
DIMENSIONAL FUND ADVISORS LP $175,850,663 2,520,433 2.31% Shares
GEODE CAPITAL MANAGEMENT, LLC $159,902,666 2,291,092 2.10% Shares
NORGES BANK $143,843,972 2,061,688 1.89% Shares
MILLENNIUM MANAGEMENT LLC $137,599,906 1,972,193 1.81% Shares
WELLINGTON MANAGEMENT GROUP LLP $132,433,298 1,898,141 1.74% Shares
Fisher Asset Management, LLC $115,267,972 1,652,113 1.52% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $110,879,391 1,589,213 1.46% Shares
Qube Research & Technologies Ltd $106,296,618 1,523,529 1.40% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $100,293,498 1,437,487 1.32% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $98,039,000 1,405,150 1.29% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $92,563,095 1,326,689 1.22% Shares
TWO SIGMA INVESTMENTS, LP $85,614,069 1,227,090 1.13% Shares
ALGEBRIS (UK) LTD $70,085,540 1,007,696 0.92% Shares
VANGUARD FIDUCIARY TRUST CO $67,229,395 963,586 0.88% Shares
BNP PARIBAS FINANCIAL MARKETS $61,059,843 875,159 0.80% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $52,825,379 757,136 0.70% Shares
NEW YORK STATE COMMON RETIREMENT FUND $48,092,635 689,303 0.63% Shares
Fiera Capital Corp $47,680,051 683,389 0.63% Shares
GOLDMAN SACHS GROUP INC $47,153,706 675,845 0.62% Shares
VICTORY CAPITAL MANAGEMENT INC $46,425,795 665,412 0.61% Shares
BANK OF AMERICA CORP /DE/ $46,412,888 665,227 0.61% Shares
ENVESTNET ASSET MANAGEMENT INC $44,553,043 638,582 0.59% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $41,999,586 601,972 0.55% Shares
CITADEL ADVISORS LLC $41,262,257 591,404 0.54% Shares
Squarepoint Ops LLC $40,873,638 585,834 0.54% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $39,165,748 561,354 0.52% Shares
BANK OF NOVA SCOTIA $36,267,214 519,811 0.48% Shares
LOOMIS SAYLES & CO L P $35,127,478 503,475 0.46% Shares
Assenagon Asset Management S.A. $34,240,465 490,762 0.45% Shares
KENNEDY CAPITAL MANAGEMENT LLC $33,384,955 478,500 0.44% Shares
Prana Capital Management, LP $33,373,224 478,332 0.44% Shares
TUDOR INVESTMENT CORP ET AL $32,827,832 470,515 0.43% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $32,223,833 461,858 0.42% Shares
Walleye Capital LLC $31,699,232 454,339 0.42% Shares
FIRST TRUST ADVISORS LP $31,385,657 449,845 0.41% Shares
ALGERT GLOBAL LLC $28,592,932 409,817 0.38% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $28,430,926 407,495 0.37% Shares
RHUMBLINE ADVISERS $27,161,472 389,273 0.36% Shares
RENAISSANCE TECHNOLOGIES LLC $26,151,401 374,823 0.34% Shares
Retirement Systems of Alabama $25,828,296 370,192 0.34% Shares
MACKENZIE FINANCIAL CORP $24,773,025 355,067 0.33% Shares
California Public Employees Retirement System $23,346,786 334,625 0.31% Shares
PANAGORA ASSET MANAGEMENT INC $23,288,877 333,795 0.31% Shares
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $23,008,541 329,777 0.30% Shares
BlackRock, Inc. $22,231,513 318,640 0.29% Shares
Glenmede Investment Management, LP $21,455,248 189,083 0.28% Shares
Swiss National Bank $21,127,682 302,819 0.28% Shares
WINTON GROUP Ltd $20,913,418 299,748 0.28% Shares
Boston Partners $19,166,730 274,713 0.25% Shares
NATIXIS $18,653,777 267,361 0.25% Shares
Quantinno Capital Management LP $18,467,105 264,685 0.24% Shares
BARCLAYS PLC $18,357,114 263,109 0.24% Shares
RAYMOND JAMES FINANCIAL INC $17,490,780 250,692 0.23% Shares
STATE OF WISCONSIN INVESTMENT BOARD $17,242,400 247,132 0.23% Shares
Connor, Clark & Lunn Investment Management Ltd. $16,832,013 241,250 0.22% Shares
Voleon Capital Management LP $16,486,511 236,298 0.22% Shares
PDT Partners, LLC $16,044,867 229,968 0.21% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $15,951,585 228,631 0.21% Shares
GLENMEDE TRUST CO NA $15,881,535 227,627 0.21% Shares
Nuveen Asset Management, LLC $15,207,098 143,355 0.20% Shares
Access Investment Management LLC $14,932,455 214,024 0.20% Shares
AMERIPRISE FINANCIAL INC $14,707,203 210,796 0.19% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $14,153,891 202,865 0.19% Shares
Moran Wealth Management, LLC $14,078,330 201,782 0.19% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $13,674,920 196,000 0.18% Shares
ExodusPoint Capital Management, LP $13,427,934 192,460 0.18% Shares
Ancora Advisors LLC $13,162,730 188,659 0.17% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $13,123,609 177,538 0.17% Shares
XTX Topco Ltd $12,304,219 176,354 0.16% Shares
Schonfeld Strategic Advisors LLC $11,670,845 167,276 0.15% Shares
Caisse de depot et placement du Quebec $11,664,428 167,184 0.15% Shares
EULAV Asset Management $10,928,284 156,633 0.14% Shares
Amundi $10,736,556 153,885 0.14% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $10,475,966 150,150 0.14% Shares
CWM, LLC $10,361,442 140,171 0.14% Shares
AEGON ASSET MANAGEMENT UK Plc $10,245,515 146,847 0.13% Shares
VANGUARD ASSET MANAGEMENT, Ltd $10,053,299 144,092 0.13% Shares
Cubist Systematic Strategies, LLC $9,721,396 85,674 0.13% Shares
Channing Capital Management, LLC $8,954,561 128,344 0.12% Shares
WORLDQUANT MILLENNIUM ADVISORS LLC $8,691,179 124,569 0.11% Shares
BENJAMIN EDWARDS INC $8,671,572 124,288 0.11% Shares
HEARTLAND ADVISORS INC $8,487,730 121,653 0.11% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $8,457,937 121,226 0.11% Shares
AMERICAN CENTURY COMPANIES INC $8,313,948 119,161 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,204,952 117,600 0.11% Call option
TEACHER RETIREMENT SYSTEM OF TEXAS $7,764,704 111,290 0.10% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $7,716,213 110,595 0.10% Shares
Quantbot Technologies LP $7,347,758 105,314 0.10% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $7,292,570 104,523 0.10% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $7,278,127 104,316 0.10% Shares
Edgestream Partners, L.P. $7,103,493 101,813 0.09% Shares

Company insiders 54 insiders · 17 officers · 27 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Ronald J Kruszewski Chief Executive Officer Feb. 27, 2026 A 1,255,459 0 0 $0
Christopher K Reichert CEO of Stifel Bank & Trust Feb. 27, 2026 A 59,480 0 0 $0
James M Marischen Chief Financial Officer Feb. 27, 2026 A 75,030 0 0 $0
James M Zemlyak President Feb. 27, 2026 A 1,170,720 4 1 $-102
Scott B Mccuaig PRESIDENT RETAIL GROUP Jan. 17, 2012 M 380,567 0 0 $0
Walter F Imhoff HANIFIN PRESIDENT Oct. 5, 2007 S 48,833 0 0 $0
David D Sliney Chief Operating Officer Feb. 27, 2026 A 169,940 0 0 $0
Thomas B. Michaud Senior Vice President Feb. 27, 2026 A 86,490 0 0 $0
Mark P Fisher Senior VP & General Counsel Feb. 27, 2026 A 54,651 0 0 $0
Ben A Plotkin Vice Chairman and SVP March 3, 2020 M 98,933 0 0 $0
Richard J Himelfarb Senior Vice President March 3, 2020 M 95,177 0 0 $0
Thomas P Mulroy Director March 2, 2017 A 109,954 0 0 $0
David M Minnick General Counsel & Senior VP Jan. 6, 2017 M 0 0 0 $0
Stephen Chad Estep Senior Vice President June 9, 2015 S 904 0 0 $0
Bernard N Burkemper Controller May 12, 2014 S 28,496 0 0 $0
Joseph A Sullivan Director Oct. 15, 2008 M 167,986 0 0 $0
Tom Prince GENERAL COUNSEL June 18, 2004 P 3,441 0 0 $0
Lisa Landau Carnoy Director June 9, 2026 A 10,611 0 0 $0
James P. Kavanaugh Director June 9, 2026 A 13,626 0 0 $0
Adam T. Berlew Director June 9, 2026 A 24,475 0 0 $0
Maryam S. Brown Director June 9, 2026 A 10,429 0 0 $0
Maura A. Markus Director June 9, 2026 A 44,688 0 0 $0
Victor Nesi Director June 9, 2026 A 165,047 0 0 $0
Robert Edward Grady Director June 9, 2026 A 15,429 0 0 $0
David A Peacock Director June 9, 2026 A 13,764 0 0 $0
Michael J Zimmerman Director June 9, 2026 A 71,562 0 0 $0
Michael W Brown Director June 9, 2026 A 103,264 0 0 $0
Thomas W Weisel Director Feb. 18, 2026 M 12,871 0 0 $0
Daniel J. Ludeman Director March 9, 2025 M 14,442 0 0 $0
Kathleen Brown Director June 13, 2023 M 22,090 0 0 $0
James M Oates Director June 2, 2021 S 4,996 0 0 $0
John P Dubinsky Director June 3, 2020 S 16,281 0 0 $0
Kelvin R Westbrook Director June 6, 2018 M 27,109 0 0 $0
Bruce A Beda Director June 6, 2017 M 45,588 0 0 $0
Charles A Dill Director June 16, 2016 M 73,820 0 0 $0
Alton F Irby III Director June 16, 2016 M 31,246 0 0 $0
Robert E Lefton Director Dec. 31, 2015 M 24,620 0 0 $0
Richard F Ford Director June 22, 2012 M 49,632 0 0 $0
Robert J Baer Director July 22, 2009 M 14,101 0 0 $0
George H Walker III Director Sept. 21, 2005 G 678,488 0 0 $0
BANKATLANTIC BANCORP INC 10% owner March 18, 2008 J 724,078 0 0 $0
Charles Bradford Raymond — March 9, 2026 M 88,337 0 0 $0
David Rubulotta — Feb. 27, 2026 A 992 0 1 $-49,724
Brantley Mcduffie — Feb. 27, 2026 A 1,254 0 0 $0
Allen Brautigam — March 3, 2020 M 32,281 0 0 $0
Frederick O Hanser — Sept. 17, 2018 G 39,905 0 0 $0
Thomas R Kendrick — Jan. 11, 2008 M 34,298 0 0 $0
Steven H Bell — Jan. 11, 2008 M 26,679 0 0 $0
Michael F Imhoff — Jan. 11, 2008 M 36,370 0 0 $0
Joseph J Schlafly — Jan. 11, 2008 M 29,945 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 4 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Stifel Financial Corp. (2) Aug. 16, 2012 — Initial filing — SEC
BankAtlantic Bancorp, Inc. (I.R.S. No. ×2 filings March 25, 2008 — Initial filing — SEC
BankAtlantic Bancorp, Inc. March 9, 2007 — Initial filing — SEC
Undisclosed reporting person Sept. 5, 2002 — Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 111 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MDPL · Northern Lights Fund Trust IV 3.05% 26,480 NS May 31, 2026 N-PORT
EPMV · Harbor ETF Trust 2.37% 1,333 NS April 30, 2026 N-PORT
EPSV · Harbor ETF Trust 1.94% 1,225 NS April 30, 2026 N-PORT
EPMB · Harbor ETF Trust 1.80% 1,026 NS April 30, 2026 N-PORT
IAI · iShares Trust 1.14% 185,961 SH Aug. 8, 2026 Daily
XMVM · Invesco Exchange-Traded Fund Trust 1.06% 64,559 SH Aug. 8, 2026 Daily
FDIV · EA Series Trust 1.00% 9,227 NS April 30, 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.93% 20,388 NS April 30, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.91% 149,648 NS April 30, 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0.68% 1,321,110 Aug. 8, 2026 Daily
MIDE · DBX ETF Trust 0.43% 206 NS May 29, 2026 N-PORT
XJH · iShares Trust 0.41% 20,922 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.38% 20,204 SH Aug. 8, 2026 Daily
JSTC · Tidal Trust I 0.38% 18,105 NS May 31, 2026 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 0.38% 156,763 Aug. 8, 2026 Daily
IJK · iShares Trust 0.38% 493,100 SH Aug. 8, 2026 Daily
CVY · Invesco Exchange-Traded Fund Trust 0.36% 5,439 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.35% 5,292,938 SH Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.35% 17,499 NS April 30, 2026 N-PORT
PFF · iShares Trust 0.33% 2,260,635 SH Aug. 8, 2026 Daily
IJJ · iShares Trust 0.33% 351,137 SH Aug. 8, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 0.32% 43,123 NS April 30, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.32% 24,893 NS April 30, 2026 N-PORT
INFO · Harbor ETF Trust 0.31% 30,394 NS April 30, 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.31% 83,250 SH Aug. 8, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.30% 49,293 SH Aug. 8, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.29% 247,895 SH Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.28% 59,272 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.27% 32,042 SH Aug. 8, 2026 Daily
AVMV · AMERICAN CENTURY ETF TRUST 0.25% 22,557 NS May 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.24% 61,563 NS April 30, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.24% 2,526 NS April 30, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.24% 70,725 NS April 30, 2026 N-PORT
MVV · ProShares Trust 0.23% 5,269 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.22% 2,121,437 SH Aug. 8, 2026 Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.20% 21,973 NS May 31, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.20% 259,006 NS May 31, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.20% 412,917 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.20% 6,850 SH Aug. 8, 2026 Daily
IYF · iShares Trust 0.19% 99,258 SH Aug. 8, 2026 Daily
SMDX · Tidal Trust III 0.18% 2,879 NS April 30, 2026 N-PORT
IYG · iShares Trust 0.17% 46,234 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.17% 59,003 SH Aug. 8, 2026 Daily
SMMD · iShares Trust 0.17% 74,353 SH Aug. 8, 2026 Daily
UMDD · ProShares Trust 0.16% 736 NS May 31, 2026 N-PORT
SMLF · iShares Trust 0.16% 81,781 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.16% 277,429 NS April 30, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.14% 40,617 NS April 30, 2026 N-PORT
REVS · Columbia ETF Trust I 0.14% 5,190 NS April 30, 2026 N-PORT
ISCV · iShares Trust 0.14% 11,390 SH Aug. 8, 2026 Daily